Social network you want to login/join with:
Client Support Administrator - Altrincham, Altrincham
col-narrow-left
Client:
Blakemore Recruitment
Location:
Altrincham, United Kingdom
Job Category:
Customer Service
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
13f60e770171
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
col-wide
Job Description:
We are currently recruiting for a Financial Planning practice based in Altrincham who are looking for a Client Support Administrator.
Job Purpose
To provide dedicated, accurate, and efficient sales support service for agreed Financial Planning Consultants.
Responsibilities
* Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers to ensure that new business is set up correctly.
* Providing administration support related to valuations, transfer of servicing, and client reviews to facilitate efficient client meetings.
* Serving as an effective link between the client and the consultant, ensuring both are kept up to date with all matters relating to their financial affairs.
* Ensuring all client information is stored on the relevant system, updated accurately and timely, and that all compliance requirements are met.
* Preparing invoices for work completed for clients.
* Issuing original policy documents to clients where appropriate, and ensuring that copy documents / contract notes are issued within the agreed turnaround times, accurate and reflective of client requirements.
* Providing post-meeting administration support to consultants, ensuring all work is completed within agreed timescales.
* Reporting any complaints (formal or informal), breaches, or losses to the Compliance Officer promptly.
* Undertaking additional duties as requested by your Line Manager as required.
* Maintaining basic knowledge of all products and funds within your responsibility area.
* Building and maintaining effective relationships with consultants.
* Having at least 2 years of previous experience working for an IFA.
* Possessing CF1 certification.
* Holding a Certificate in Financial Services/Planning.
#J-18808-Ljbffr